How Do I Create And Manage The Punchlist?

You will create and manage the Punchlist by going to Close Out>Punchlist. You will begin by adding tasks to be completed by area and have the ability to assign them to a responsible party along with a due date for completion of the work.

To create the Punchlist, click on Close Out>Punchlist.

Next you will:

Enter Due date of item.
Type in Location (Room number).
Select Subcontractor from drop down list.
Type or paste item description in the box on the right.
Save.
Repeat these steps until all items are entered.

Add Photo to Item

To add photos to an item:

Click the photo icon (icon will be enlarged if there are photos to view).
Click the + sign to Add photos.
Select photos from hard drive.
Rename if desired.

Add Notes to Item

To add notes:

Click the note icon (icon will be enlarged if there are notes previously entered).
Type note in text box.
Save.

To Close a Punch List Item once Completed

Hover over the ellipse and select close (tag the item as complete), delete, or send an email about the item.

To Edit the Punch List Item after it has been Created

To edit your Punch List item after it has already been created, simply click on the blue hyperlink you want to make changes to. This way you can update the Location, Item Description, Item Assigned to, Due Date, or Options.

Sending the Punchlist

Click on the Gear Settings icon in the upper right corner of the screen. Select a Send Punchlist option and report style.

Send Punchlist by Subcontractors will generate and send individual punchlists to each selected subcontractor. Enter custom messages in the text box and Send.
Send Punchlist By Location will allow you to send to recipients of your choice. Enter the recipients into the To: box, type your message in the text box and Send.
Send Punchlist By Item Number will allow you to send to recipients of your choice. Enter the recipients into the To: box, type your message in the text box and Send.